+632.4%
GEV vs OPEN
-6.1%
+638.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +1.6% | -11.4% | +13.1% | +2.1% |
| 30D | -7.9% | -20.1% | +12.1% | -7.2% |
| 3M | +5.6% | -37.6% | +43.2% | +7.3% |
| 6M | +13.1% | -47.1% | +60.1% | +15.3% |
| YTD | +46.7% | -52.1% | +98.9% | +49.9% |
| 1Y | +51.3% | -73.5% | +124.8% | +56.3% |
| All | +632.4% | -6.1% | +638.5% | +619.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling